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Welcome to CSE’s Support Home for agents!

Solution home Underwriting

Underwriting Tasks

  • Workflow for Underwriting Tasks

    There are three major types of tasks coming from UW to agents: To Do New Business App Sent back for Info Approved New Business App. A. To...

  • How to backdate a transaction

    Go to the History Tab of the policy. Click on prior term (second from top). When in prior term, start transaction. Complete transactio...

  • How to submit an application in SPInn

    Create an application, and on the left, you will see 'Review and Submit' button.   When the New Business application or Endorsement Applicati...

  • Policy Attachments

    All policy attachments need to be directly attached to the policy file for the security of the insured and to complete the policy file. ...

  • What is the processing time for the Underwriting Inbox?

    Each underwriter has their own Inbox with all their New Business, Endorsements, and Cancellations Submitted for Approval separated out and in date...

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